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Schwab US Large-Cap Value ETF

917 hedge funds and large institutions have $10.5B invested in Schwab US Large-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 345 increasing their positions, 285 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
917
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMN
776
Wealth Management Nebraska
Nebraska
$201K
SIC
777
Salem Investment Counselors
North Carolina
$200K
FVIM
778
Fort Vancouver Investment Management
Washington
$199K
BIA
779
Bell Investment Advisors
California
$192K
BA
780
Blueline Advisors
New Hampshire
$190K
CCM
781
Chilton Capital Management
Texas
$189K
LB
782
Legacy Bridge
Iowa
$188K
WPA
783
West Paces Advisors
Georgia
$187K
VNA
784
Valley National Advisers
Pennsylvania
$184K
TRCT
785
Tower Research Capital (TRC)
New York
$169K
SIS
786
Strategic Investment Solutions
Illinois
$163K
KBFS
787
Kohmann Bosshard Financial Services
Ohio
$158K
HHGA
788
Halbert Hargrove Global Advisors
California
$158K
AIA
789
Arcadia Investment Advisors
Idaho
$157K
MIA
790
MeadowBrook Investment Advisors
Michigan
$148K
HFS
791
Hantz Financial Services
Michigan
$144K
RWM
792
RMG Wealth Management
Wisconsin
$143K
CAM
793
Costello Asset Management
Pennsylvania
$141K
LWM
794
Lodestone Wealth Management
Washington
$140K
MTIC
795
Missouri Trust & Investment Company
Missouri
$138K
PTC
796
Private Trust Company
Ohio
$136K
PWPS
797
Pinnacle Wealth Planning Services
Ohio
$133K
TCM
798
TD Capital Management
Tennessee
$132K
PB
799
Pinnacle Bancorp
Nebraska
$128K
AG
800
AmeriFlex Group
Nevada
$127K